iShares US Utilities ETFIDUETF
13F holders, Q4 2024 (December 31)271holders +15
25new positions
23sold out
4famous investors
$96.29avg. 13F price*
At the end of Q4 2024, 271 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, up 15 from Q3 2024. 25 opened new positions and 23 sold out. The largest holders were Destination Wealth Management ($59.8M), Morgan Stanley ($54.9M) and PGIM Custom Harvest LLC ($44.1M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares US Utilities ETF
- CUSIP
- 464287697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $15.5M |
| Exits | 23 | $171.3M |
All 13F filers, Q3 2024 → Q4 2024: 518,433 shares bought and 1,880,185 shares sold, net −1,361,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Destination Wealth Management | 1.87% | Reduce -2.4% | 621,603 | $59.8M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 570,514 | $54.9M |
| PGIM Custom Harvest LLC | 0.86% | Add +0.4% | 458,665 | $44.1M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 401,626 | $38.6M |
| Royal Bank of Canada | 0.01% | Add +15.0% | 247,285 | $23.8M |
| Bensler, LLC | 2.78% | Add +7.6% | 243,010 | $23.4M |
| LPL Financial LLC | 0.01% | Reduce -12.4% | 241,859 | $23.3M |
| True Freedom Investing, LLC | 9.41% | — | 225,289 | $21.7M |
| Raymond James Financial Inc. | 0.01% | — | 188,574 | $18.1M |
| Apollon Wealth Management, LLC | 0.28% | Reduce -4.5% | 126,126 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.8% | 125,357 | $12.1M |
| LBMC Investment Advisors, LLC | 0.86% | Reduce -2.1% | 113,636 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -20.7% | 113,414 | $10.9M |
| AE Wealth Management LLC | 0.09% | Reduce -2.9% | 109,729 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.2% | 105,272 | $10.1M |
| Pinkerton Wealth, LLC | 1.47% | Add +10.7% | 105,167 | $10.1M |
| Townsquare Capital LLC | 0.10% | Add +6.4% | 93,179 | $9.0M |
| Norden Group LLC | 1.01% | Add +5.9% | 92,732 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +71.1% | 91,430 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.2% | 86,838 | $8.4M |
| Moloney Securities Asset Management, LLC | 1.09% | Add +0.8% | 84,082 | $8.1M |
| Arrien Investments, Inc. | 5.11% | Reduce -2.9% | 71,552 | $7.2M |
| Second Half Financial Partners, LLC | 3.44% | Add +16.9% | 73,280 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Add +44.5% | 71,595 | $6.9M |
| Three Seasons Wealth, LLC | 3.21% | Add +14.9% | 68,510 | $6.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 66,235 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +123.1% | 64,802 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +15.4% | 63,464 | $6.1M |
| Country Club Bank | 0.39% | Reduce -4.6% | 60,365 | $5.8M |
| Independent Financial Group, LLC | 0.19% | Add +1.9% | 60,147 | $5.8M |
| Two Sigma Investments, LP | 0.01% | New | 56,700 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -6.2% | 53,890 | $5.2M |
| Brookstone Capital Management | 0.07% | Reduce -0.4% | 51,014 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +7.6% | 50,212 | $4.8M |
| RPS Advisory Solutions LLC | 2.79% | Add +15.8% | 46,641 | $4.5M |
| Sharp Wealth Advisory, LLC | 3.33% | Add +2.4% | 45,639 | $4.4M |
| UBS Group AG | 0.00% | Add +2.1% | 44,252 | $4.3M |
| CoreCap Advisors, LLC | 0.17% | Add +22.6% | 38,848 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 37,343 | $3.6M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +24.3% | 35,668 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +868.0% | 31,410 | $3.0M |
| Croban | 2.91% | — | 30,815 | $3.0M |
| D. E. Shaw & Co. | 0.00% | New | 28,457 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +20.4% | 27,682 | $2.7M |
| Midwest Professional Planners, LTD. | 0.76% | Reduce -2.1% | 26,495 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 26,108 | $2.5M |
| CPR Investments Inc. | 2.14% | New | 24,663 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.3% | 23,323 | $2.2M |
| Balboa Wealth Partners | 0.51% | Reduce -23.5% | 23,266 | $2.2M |
| Family Firm, Inc. | 0.49% | Reduce -0.8% | 22,783 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -8.3% | 22,118 | $2.1M |
| Prospera Financial Services Inc | 0.05% | Add +0.1% | 22,024 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 20,998 | $2.0M |
| First Citizens Financial Corp | 1.07% | Reduce -0.8% | 20,398 | $2.0M |
| Advisors Management Group Inc. | 0.46% | Add +7.1% | 20,375 | $2.0M |
| Wakefield Asset Management LLLP | 0.65% | Add +0.2% | 19,974 | $1.9M |
| BOS Asset Management, LLC | 0.67% | Reduce -0.1% | 19,447 | $1.9M |
| Waverly Advisors, LLC | 0.03% | Add +0.1% | 19,001 | $1.8M |
| Everett Harris & Co. | 0.02% | No change | 18,870 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +26.2% | 18,266 | $1.8M |
| Wealthstar Advisors, LLC | 0.72% | — | 17,302 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.7% | 17,298 | $1.7M |
| Stephens Inc. | 0.02% | Add +15.1% | 16,836 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +49.3% | 15,919 | $1.5M |
| Essex LLC | 0.32% | Reduce -4.3% | 15,870 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +54.8% | 15,489 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +28.7% | 15,437 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -4.4% | 15,328 | $1.5M |
| Sharkey, Howes & Javer | 0.21% | Add +16.0% | 15,327 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +60.2% | 14,882 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.1% | 14,364 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.7% | 14,065 | $1.4M |
| GTS Securities LLC | 0.07% | Add +215.4% | 13,939 | $1.3M |
| J. Safra Sarasin Holding AG | 0.02% | Add +79.8% | 13,654 | $1.3M |
| Holderness Investments Co. | 0.29% | Reduce -2.9% | 13,523 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +20.9% | 13,521 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +36.7% | 12,430 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Reduce -17.6% | 11,836 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -17.7% | 11,430 | $1.1M |
| Simmons Bank | 0.07% | Reduce -0.7% | 10,410 | $1.0M |
| Navellier & Associates Inc. | 0.12% | Add +17.8% | 10,370 | $998K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +151.1% | 10,351 | $996K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.7% | 10,033 | $965K |
| Financial Advocates Investment Management | 0.05% | New | 9,534 | $917K |
| Comerica Bank | 0.00% | Reduce -8.2% | 9,176 | $883K |
| Sunbelt Securities, Inc. | 0.08% | Add +0.1% | 9,038 | $870K |
| Yeomans Consulting Group, Inc. | 0.31% | Add +38.7% | 8,642 | $831K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -3.8% | 8,552 | $823K |
| Equitable Holdings, Inc. | 0.01% | Add +22.1% | 8,500 | $818K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -2.5% | 8,499 | $818K |
| EWG Elevate Inc. | 0.25% | Reduce -22.4% | 8,486 | $816K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +200.8% | 7,938 | $764K |
| Belpointe Asset Management LLC | 0.05% | Reduce -5.8% | 7,828 | $761K |
| WealthCare Investment Partners, LLC | 0.32% | Add +113.1% | 7,668 | $741K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.4% | 7,175 | $719K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.0% | 7,354 | $708K |
| Allstate Corp. | 0.02% | No change | 7,300 | $702K |
| Garrison Point Advisors, LLC | 0.32% | Reduce -0.2% | 6,968 | $670K |
| Independence Bank of Kentucky | 0.10% | Reduce -1.6% | 6,864 | $660K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +1.6% | 6,405 | $616K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.